Investing Specialists

Morningstar Runs the Numbers

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

With the return of equity market volatility, many retirees and those about to enter retirement are wondering what to do. "It can be really scary for people who are either getting close to retirement or actively drawing upon their portfolios when the market falls off as it has recently," said director of personal finance Christine Benz. She shares five to-dos for retirees and those on the brink of retirement. does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.